Methods to Associate a Person with a Deal
Option 1: Add a New Deal- Go to the person’s profile.
- In the Deals tiles, click on the + icon.
- Fill in the deal details (name, stage, value, owner, etc.).
- Save the deal.
The deal will appear in the person’s Deals section once added.
Option 2: Link to an Existing Deal
- From the person’s profile, click Actions > Associate to Deal.
- Use the search field to find the existing deal.
- Select the deal and confirm.
The window will also show any deals the person is already associated with.
If you have any questions or run into any trouble, reach out to our support team at [email protected].